ACM Research: Margin Expansion And Product Ramp Drive Deep Undervaluation

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  Posted by Two Blokes Jul 8 - Filed in Stock - 7 views
  
  ACMR's new tools like PECVD and ALD are ramping and driving margin upside. U.S.-origin components now make up “substantially less” than 5–10% of COGS, per IR. Gross margins hit 50.4% in 2024; long-term target raised to 48%.